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403(b)(7) versus 403(b)(9)

Guest mbw

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  • 4 months later...

Difference 1-RIA can buy any investment type, not just annuities and mutual funds.

Difference 2-Hardship distributions of employer money permitted, unlike 403(b)(7) custodial account.

Difference 3-RIA makes plan subject to requirement for a written plan document.

Thomas L. Geer, J.D., LL.M.

Benefit Plan Solutions

Blog: http://401k-403b-457-plansblog.blogspot.com/

Email: geertom@gmail.com

Phone & Fax: (888) 315-6720

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